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161 Washington Street Suite 1325, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-04-11 |
| MA | RA | APPROVED | 2011-04-04 |
Branch Locations
161 Washington Street Suite 1325, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Copeland Capital Management, Llc | Conshohocken | PA | 11/2010 | Present |
| Northern Lights Distributors, Llc | Omaha | NE | 03/2011 | 12/2021 |
| Vigilant Distributors, Llc | Chadds Ford | PA | 01/2022 | Present |
COPELAND CAPITAL MANAGEMENT, LLC 161 Washington Street, Conshohocken, PA 19420. Director of Sales, start of relationship November 2010, 160 hours month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-28 |
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